An article by Marquette research analyst Julianna Paterra, CFA, CAIA , was featured in the December 2019…Read the full article >
Marquette Associates serves more than 110 Taft-Hartley clients with over $52 billion in assets as of June 30, 2019 – from million-dollar locals to multi-billion dollar internationals. Our Taft-Hartley clients benefit from over 30 years of union experience with everything from pension reform and its effect on multi-employer pension funds to defined contribution plans. The resources of a fully credentialed actuary on staff enable Marquette to partner more closely with union actuaries to help ensure that plan liabilities and cash flows are properly reflected in investment objectives and asset allocation studies.
Taft-Hartley Investment Expertise
- Defined benefit
- Defined contribution